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Client Welcome Packet

$32.00

20 Page Welcome Packet Template to create a seamless, professional onboarding process for your DREAM clients!

BONUS 1 ($5 value): A brandboard template

BONUS 2 ($27 value): 20+ page content planner & guidebook Google doc

PLUS: All Color Joy Stock images are included inside the template!

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Description

This stylish yet functional client welcome packet template was designed to help you set your best foot forward as a service provider – all while establishing boundaries, sharing your business values, and providing all the information your new clients would need before starting a project with you.

Pages included
  • A stylish cover
  • Pages to introduce you and your business to your dream client
  • Meet the Team page to introduce your team members
  • The Package page to provide all the details of the service package your client chose
  • Invoice page to include the invoice of their payment
  • Project Guidelines, project process and project workflow pages
  • What to Expect page to set some boundaries and manage client expectations
  • Next steps, project timeline, important dats planner and calendar pages
  • Project proposal and project details pages
  • Project hub and client homework pages
  • Important information page, contact page and project checklist page
  • BONUS 1 ($5 value): a simple brandboard to keep all your brand elements in one convenient location making customization a breeze. 
  • BONUS 2 ($27 value): 20+ page content planner & guidebook Google doc to help you write the content so you can easily copy and paste into the Canva Template.
  • BONUS 3: Walkthrough videos to show you all the pages included inside the templates pack.

How does it work?

STEP ONE

After you’ve purchased your desired templates pack, you’ll receive an email with your receipt and a link to the landing page where all your files awaits. This means, no more pesky PDF download that gets lost on your computer, and unlimited downloads available for your purchase!

STEP TWO

Use the handy content guidebook & planner Google Doc to write the content for each section in your template. Copy and paste your content into your Canva template pages, customize the styling by changing the brand colours and fonts, as well as adding your own photographs.

STEP THREE

Once you’re happy with the look of your graphics, download them to your computer in the format of your choice. Start sharing your graphics on your website or social media platforms to begin attracting your dream clients to your business and finally do the kind of work that makes your heart sing!

So, you may be wondering…

What makes these templates different?​

My templates were created with the non-designers in mind. They are polished, professional, and easy to customize without losing the functionality and style needed to convert enquiries into dream clients.

You only get one chance to make a good first impression, my aim is to help you set your best foot forward so you can step in front of your dream clients with confidence!

color-joy-stock-pink-pajamas-working-9
josephine_wave_graphic_dark_pink
"I'm so amazed at how well it's turned out. Thanks a million. You rescued me tonight. I just enrolled a client into a premium package and had to whip this up super fast."
Ileana Nguyen
Holistic Health Care ltd
  • I'll tell you this much: a good first impression is absolutely crucial in the online world of business if you have any hope of leaving a lasting impact on your audience. There is just no excuse for sloppy design work, poor quality images and clashing colour schemes in the digital age. And there's certainly no room for this in your business - at least not when you're working hard to attract your dream clients! I'll tell you something else too: if you're not making a good impression, people will not take you seriously, much less respect the boundaries you have in place... So, what's a gal to do? A gal works SMARTER, of course! (Hint: use Canva Templates to save you time) One of the biggest lessons I learned from running my own business is that people respect people who respect themselves. You cannot go into business with the mindset that your clients will automatically know what your conditions and limitations are - it is your responsibility to make them aware of this. The best way, I’ve found, to do this is through onboarding packs. Something as simple as a 3 page document, has the power to change the way you handle projects, giving you peace of mind knowing that you and your client are on the same page. But what exactly should you be including inside your onboarding document? Fear not, my friend! I've got you covered! I've been sneaking new templates into my shop the past few weeks: service & pricing guides, day rate service guides and welcome packets with MORE coming soon.  But, on top of this is that now all my templates come with their very own personalized planning workbook that guides you through the different sections inside the template so you know exactly what copy you need to prepare for your onboarding document. Once you've finalized all the copy, simply copy and paste them into your template - easy peasy. I'm also adding the last few videos to my Quick Canva Design Tutorial Library which you'll have access to as well, so you'll know how to customize your templates with minimal fuss. Ready to turn those enquiries into DREAM Clients? Browse the templates via the link in my bio!
    our_polished_pages
    our_polished_pages
    •
    Follow
    I'll tell you this much: a good first impression is absolutely crucial in the online world of business if you have any hope of leaving a lasting impact on your audience. There is just no excuse for sloppy design work, poor quality images and clashing colour schemes in the digital age. And there's certainly no room for this in your business - at least not when you're working hard to attract your dream clients! I'll tell you something else too: if you're not making a good impression, people will not take you seriously, much less respect the boundaries you have in place... So, what's a gal to do? A gal works SMARTER, of course! (Hint: use Canva Templates to save you time) One of the biggest lessons I learned from running my own business is that people respect people who respect themselves. You cannot go into business with the mindset that your clients will automatically know what your conditions and limitations are - it is your responsibility to make them aware of this. The best way, I’ve found, to do this is through onboarding packs. Something as simple as a 3 page document, has the power to change the way you handle projects, giving you peace of mind knowing that you and your client are on the same page. But what exactly should you be including inside your onboarding document? Fear not, my friend! I've got you covered! I've been sneaking new templates into my shop the past few weeks: service & pricing guides, day rate service guides and welcome packets with MORE coming soon.  But, on top of this is that now all my templates come with their very own personalized planning workbook that guides you through the different sections inside the template so you know exactly what copy you need to prepare for your onboarding document. Once you've finalized all the copy, simply copy and paste them into your template - easy peasy. I'm also adding the last few videos to my Quick Canva Design Tutorial Library which you'll have access to as well, so you'll know how to customize your templates with minimal fuss. Ready to turn those enquiries into DREAM Clients? Browse the templates via the link in my bio!
    6 months ago
    View on Instagram |
    1/10
  • Now, I’m no scientist, but I can tell you that based on my own experience I’ve found this to be absolutely TRUE.   When I studied civil engineering I had no passion for the field. But, it became part of the plan ever since I watched Michael Scofield fix that replica of the Taj Mahal in Warden Pope’s office. I couldn't imagine myself doing anything else.   After graduating, I landed a job I was aiming for throughout my academic life, but something was off. I longed to be more creative, and felt stifled by the 8-5 day at a desk where someone constantly peeked over my shoulder. Watching the weeks roll by through a window that held me back from the happiness I knew was lacking in my career. And the never ending frustration of knowing that I was not living up to my full potential, growing at a pace someone else was setting for me.     I couldn't stand it!   The turning point however, was when my work offered me a scholarship to study further so I could qualify as an engineer. It was as if the next 30 years of my life flashed before my eyes - and I didn’t like that picture one bit.   So, after months of hearing my husband say "you've struck oil in engineering, it's time to move on" (and after months of denying this was true) I handed in my resignation.   Looking back at that time it is obvious to see that there was no passion. Especially when holding it up against the business I’ve built today, where I look forward to opening my laptop so I can work with my amazing clients and bring some of my wild ideas to life.   Being able to provide for my family has always been my “why”. But I firmly believe that it was passion that carried me through.   Are you following your passion in your business?   Does your current client work give you the stage to express the highest level of your talent?   Are you truly happy with the picture you see when looking at your life 30 years from now?   If the answer to these three questions is not a loud, confident “YES!” then you may need to take a close look at what’s blocking you from filling your schedule with work you actually love! I'd love to know what your answers are, so feel free to share in the comments below!
    our_polished_pages
    our_polished_pages
    •
    Follow
    Now, I’m no scientist, but I can tell you that based on my own experience I’ve found this to be absolutely TRUE.   When I studied civil engineering I had no passion for the field. But, it became part of the plan ever since I watched Michael Scofield fix that replica of the Taj Mahal in Warden Pope’s office. I couldn't imagine myself doing anything else.   After graduating, I landed a job I was aiming for throughout my academic life, but something was off. I longed to be more creative, and felt stifled by the 8-5 day at a desk where someone constantly peeked over my shoulder. Watching the weeks roll by through a window that held me back from the happiness I knew was lacking in my career. And the never ending frustration of knowing that I was not living up to my full potential, growing at a pace someone else was setting for me.     I couldn't stand it!   The turning point however, was when my work offered me a scholarship to study further so I could qualify as an engineer. It was as if the next 30 years of my life flashed before my eyes - and I didn’t like that picture one bit.   So, after months of hearing my husband say "you've struck oil in engineering, it's time to move on" (and after months of denying this was true) I handed in my resignation.   Looking back at that time it is obvious to see that there was no passion. Especially when holding it up against the business I’ve built today, where I look forward to opening my laptop so I can work with my amazing clients and bring some of my wild ideas to life.   Being able to provide for my family has always been my “why”. But I firmly believe that it was passion that carried me through.   Are you following your passion in your business?   Does your current client work give you the stage to express the highest level of your talent?   Are you truly happy with the picture you see when looking at your life 30 years from now?   If the answer to these three questions is not a loud, confident “YES!” then you may need to take a close look at what’s blocking you from filling your schedule with work you actually love! I'd love to know what your answers are, so feel free to share in the comments below!
    7 months ago
    View on Instagram |
    1/10
  • One of the biggest reasons why many people don’t niche down in their businesses is because they fear they’ll lose out on opportunities. This could not be further from the truth! Niching down is the first step in setting yourself up as an expert. No one can be the best at everything. You may be skilled in different areas but if you’re focusing on too many things there’s just no way you’ll become the go-to person for a specific task and you’ll never stand out from the crowd. Not having a clear target audience and dream client is a sure way to stunt business growth. Today I wanted to share 5 ways you’re hurting your business (and yourself) by working with everyone, instead of niching down and targeting a very specific audience. 👉🏽 You won’t feel fulfilled and happy 👉🏽 You’re not allowing yourself to be seen as an expert in your niche 👉🏽 You can’t charge premium pricing because you’re not an expert 👉🏽 You’ll attract people who you’ll struggle to please 👉🏽 Your quality of work will drop Want to read more about this? Read the full post on my blog! I also have a really helpful Dream Client Evaluator which you can grab for free by following the link in my bio!
    our_polished_pages
    our_polished_pages
    •
    Follow
    One of the biggest reasons why many people don’t niche down in their businesses is because they fear they’ll lose out on opportunities. This could not be further from the truth! Niching down is the first step in setting yourself up as an expert. No one can be the best at everything. You may be skilled in different areas but if you’re focusing on too many things there’s just no way you’ll become the go-to person for a specific task and you’ll never stand out from the crowd. Not having a clear target audience and dream client is a sure way to stunt business growth. Today I wanted to share 5 ways you’re hurting your business (and yourself) by working with everyone, instead of niching down and targeting a very specific audience. 👉🏽 You won’t feel fulfilled and happy 👉🏽 You’re not allowing yourself to be seen as an expert in your niche 👉🏽 You can’t charge premium pricing because you’re not an expert 👉🏽 You’ll attract people who you’ll struggle to please 👉🏽 Your quality of work will drop Want to read more about this? Read the full post on my blog! I also have a really helpful Dream Client Evaluator which you can grab for free by following the link in my bio!
    7 months ago
    View on Instagram |
    1/10
  • You can’t attract your dream client if you have no idea who your dream client is! If 2021 is the year you want to scale your service based business and do work that makes your heart sing, you need to get crystal clear about who you want to help. Don’t know where to start? 🎁 Girl, I gotchu! Hit the link in my bio and grab my FREE Dream Client Evaluator to figure out if your current clients are in fact your dream clients, or if you need to be making some changes in your business to start attracting them to work with you.
    our_polished_pages
    our_polished_pages
    •
    Follow
    You can’t attract your dream client if you have no idea who your dream client is! If 2021 is the year you want to scale your service based business and do work that makes your heart sing, you need to get crystal clear about who you want to help. Don’t know where to start? 🎁 Girl, I gotchu! Hit the link in my bio and grab my FREE Dream Client Evaluator to figure out if your current clients are in fact your dream clients, or if you need to be making some changes in your business to start attracting them to work with you.
    7 months ago
    View on Instagram |
    1/10
  • Want to know what's the one thing you should do BEFORE you start looking for your dream clients? 👉 Know what makes your heart sing! Seems obvious, right? But it would surprise you to know how often this simple piece of the puzzle (the puzzle being your successful online biz) gets overlooked. Because here's the thing about following your passion - when you are doing what you love, you will always strive to do your best work. You'll want to put in the extra effort to be great at your craft. You'll go above and beyond because it makes you happy. When I started my online business I offered caption writing for Instagram. At the time, I thought it was what I loved doing. I was good at it, people seemed to like my writing, and the projects were coming in! I enjoyed writing for my blog and I had the experience so it felt like the natural thing to be doing as I explored this new business venture. It would take a while longer for me to realize that this wasn't what I truly wanted to do. It didn't sparked joy for me. And, because this wasn't something I wished to pursue any further, I never felt the need to continue brushing up to improve my skills. I went through quite a few of these experiences, both during and before running my business, so I know how amazing it felt when things clicked in place and I was finally aligned with what I believe was meant to be my path. It felt invigorating. I felt determined. Inspired. I felt hopeful that I could make this work because I was confident in the work I handed over to my clients. DREAM CLIENTS whom I'd not have had the chance to work with, if I did not have clarity on exactly what it was that I felt passionate about. 📓 So, today I want to encourage you to take a good look at what it is you're doing in your business, and find the one thing that excites you the most. Do THAT. Do plenty of it. It's the very first step towards attracting your DREAM clients!
    our_polished_pages
    our_polished_pages
    •
    Follow
    Want to know what's the one thing you should do BEFORE you start looking for your dream clients? 👉 Know what makes your heart sing! Seems obvious, right? But it would surprise you to know how often this simple piece of the puzzle (the puzzle being your successful online biz) gets overlooked. Because here's the thing about following your passion - when you are doing what you love, you will always strive to do your best work. You'll want to put in the extra effort to be great at your craft. You'll go above and beyond because it makes you happy. When I started my online business I offered caption writing for Instagram. At the time, I thought it was what I loved doing. I was good at it, people seemed to like my writing, and the projects were coming in! I enjoyed writing for my blog and I had the experience so it felt like the natural thing to be doing as I explored this new business venture. It would take a while longer for me to realize that this wasn't what I truly wanted to do. It didn't sparked joy for me. And, because this wasn't something I wished to pursue any further, I never felt the need to continue brushing up to improve my skills. I went through quite a few of these experiences, both during and before running my business, so I know how amazing it felt when things clicked in place and I was finally aligned with what I believe was meant to be my path. It felt invigorating. I felt determined. Inspired. I felt hopeful that I could make this work because I was confident in the work I handed over to my clients. DREAM CLIENTS whom I'd not have had the chance to work with, if I did not have clarity on exactly what it was that I felt passionate about. 📓 So, today I want to encourage you to take a good look at what it is you're doing in your business, and find the one thing that excites you the most. Do THAT. Do plenty of it. It's the very first step towards attracting your DREAM clients!
    7 months ago
    View on Instagram |
    1/10
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